Miller Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.3M Sell
820,370
-9,334
-1% -$834K 7.7% 4
2025
Q1
$67.8M Sell
829,704
-914
-0.1% -$74.7K 7.5% 4
2024
Q4
$62.8M Sell
830,618
-55,457
-6% -$4.19M 6.87% 4
2024
Q3
$74.1M Buy
886,075
+58,569
+7% +$4.9M 7.72% 4
2024
Q2
$64.8M Buy
827,506
+57,830
+8% +$4.53M 7.74% 3
2024
Q1
$61.5M Buy
769,676
+6,540
+0.9% +$522K 7.85% 3
2023
Q4
$57.5M Sell
763,136
-5,569
-0.7% -$420K 8.18% 3
2023
Q3
$53M Buy
768,705
+2,568
+0.3% +$177K 8.34% 3
2023
Q2
$55.5M Buy
766,137
+392
+0.1% +$28.4K 8.47% 3
2023
Q1
$54.8M Sell
765,745
-7,315
-0.9% -$523K 9.04% 2
2022
Q4
$50.7M Buy
773,060
+766,420
+11,542% +$50.3M 8.64% 2
2022
Q3
$372K Buy
+6,640
New +$372K 0.08% 75